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Disclosery

Mawer Investment Management Ltd.: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mawer Investment Management Ltd. on LPLA, newest first. How the timeline and the estimate are built.

Mawer Investment Management Ltd. held 64,243 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,243 shares
    Change vs previous 13F +15,520 shares

    0.12% of the 13F portfolio, value $18,095,968.

    13F-HR 0000945621-26-000992 filed by Mawer Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 48,723 shares
    Change vs previous 13F -883 shares

    0.09% of the 13F portfolio, value $14,657,340.

    13F-HR 0000945621-26-000636 filed by Mawer Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 49,606 shares
    Change vs previous 13F -3,084 shares

    0.1% of the 13F portfolio, value $17,717,775.

    13F-HR 0000945621-26-000248 filed by Mawer Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 52,690 shares
    Change vs previous 13F -294 shares

    0.09% of the 13F portfolio, value $17,529,436.

    13F-HR 0000945621-25-001010 filed by Mawer Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 52,984 shares
    Change vs previous 13F -1,942 shares

    0.1% of the 13F portfolio, value $19,867,410.

    13F-HR 0000945621-25-000670 filed by Mawer Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 54,926 shares
    Change vs previous 13F -3,084 shares

    0.09% of the 13F portfolio, value $17,968,492.

    13F-HR 0000945621-25-000421 filed by Mawer Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 58,010 shares
    Change vs previous 13F +14,994 shares

    0.09% of the 13F portfolio, value $18,940,845.

    13F-HR 0000945621-25-000162 filed by Mawer Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 43,016 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $10,006,812.

    13F-HR 0000945621-24-000863 filed by Mawer Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).